Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Mark has been in the financial industry since 1999. Barry is currently a registered representative of Ameriprise Financial Services, LLC. Barry is also a registered investment adviser in Hawaii. Barry has held previous positions with IDS Life Insurance Company, Duerr Financial Corporation, Fiserv Investor Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Barry holds Series 6, 7, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
HI
10/13/2003 - Present
Ameriprise Financial Services, LLC (HILO HI)
MN
09/12/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
05/01/2002 - 07/11/2003
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
03/19/2001 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
06/21/1999 - 01/29/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/21/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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